The contact record serves as the central repository for all information related to an individual or organization within the EveryAction platform. These records can be categorized as either individual or organizational, with each type containing fields tailored to the specific data needs. The webinar provides an in-depth overview of the contact record layout, highlighting the three-column design that organizes information into logical sections, including personal details, activity and financial history, and additional insights. Users are empowered to customize the contact record view to suit their specific requirements, rearranging fields and hiding unnecessary information to optimize the user experience.
The webinar delves into the key features of the contact record, such as the ability to add notes, schedule follow-ups, and access detailed financial and activity histories. The "Insights" column on the right-hand side of the record provides quick access to critical data points, including activist codes, giving plans, and contact management assignments. Users can further enhance the value of the contact record by utilizing the customization options, which allow for the reordering and hiding of specific fields. These capabilities enable organizations to tailor the contact record to their unique needs, ultimately driving more effective donor engagement and fundraising strategies.
